Blog

Roth Conversion Strategies

Tax free income..... who doesn't like the sound of that? The truth is that for most investors to achieve tax free income they must either invest in Municipal Bonds or have assets generating income that are distributed from a Roth IRA. However recent studies suggest that many Americans do not possess a Roth IRA (half do not have a retirement account of any sort, but of those that do, only about 20% are Roth).
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COVID-Caused Early Retirement

While we all deal with the health and economic crisis caused by the Coronavirus, a new emergency is arising for a specific demographic across the country.
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New Legislation

In the past 6 months, Congress has put through two pieces of major legislation that could affect your retirement and overall financial plans.
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Reviewing Risk

When performing client or portfolio reviews, has your advisor ever discussed the risk you are taking with your investments in a way you could understand?
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Portfolio Construction Coming Out of Crisis

Before reading any further, please understand that portfolio construction is highly dependent on an investor's risk tolerance, time horizon, and most importantly, their goals.  Performing this task effectively requires meeting with an individual to get to know you and build a personalized strategy. That disclaimer being said, we wanted to highlight a few themes we are following right now to assist our clients:
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Is an annuity right for me?

There is still uncertainty abound in this market and as much as the "Bulls" may want to take back control and send us towards new highs again, if the data doesn't support this recent market rally we've seen in the past few weeks, we could be poised for another leg down. What investors have been presented with is an opportunity to possibly re-balance if they see fit.
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Check the background of this financial professional on FINRA's BrokerCheck